Notes

People sometimes ask why more VCs don't call out founders leaving their high-flying startups. The answer is because: I've seen enough of these behind the scenes, and almost always there's more to the story. Founders very rarely willingly leave a startup that's working. The founded the damn thing. It's their baby—it's their whole identity. They got into startups in the first place because they want to brag about it and have it go on their epitaph: "Joe built and scaled $startup." Almost always they are not "exit scamming." There was a power struggle, someone got pushed out, or they had a health issue and were asked to step aside, or was just a terrible leader and there was a mutiny. Founders don't get "bored" and exit a project that's working. That's what they live for. It is extremely compelling to be at the helm of something that's taking off. You grind for years to have that opportunity, and if you're then forced to walk the plank by your teammates, it's a soul-crushing experience. That's often what's happening to these founders when they're posting how "grateful they are for their amazing journey." So that's why I don't criticize founders leaving companies. Unless you're close to it, you don't know the story. But usually the answer is bloody, and the company is better off now that it's over. I don't know the Story team and I don't know Jason, so to be clear—I don't know shit. But I will say, next time you see a founder leaving a high-flying startup, consider leaving the pitchfork in the shed.
$startup
-16.87%
People sometimes ask why more VCs don't call out founders leaving their high-flying startups. The answer is because: I've seen enough of these behind the scenes, and almost always there's more to the story. Founders very rarely willingly leave a startup that's working. The founded the damn thing. It's their baby—it's their whole identity. They got into startups in the first place because they want to brag about it and have it go on their epitaph: "Joe built and scaled $startup." Almost always they are not "exit scamming." There was a power struggle, someone got pushed out, or they had a health issue and were asked to step aside, or was just a terrible leader and there was a mutiny. Founders don't get "bored" and exit a project that's working. They what they live for. It is extremely compelling to be at the helm of something that's taking off. You grind for years to have that opportunity, and if you're then forced to walk the plank by your teammates, it's a soul-crushing experience. That's often what's happening to these founders when they're posting how "grateful they are for their amazing journey." So that's why I don't criticize founders leaving companies. Unless you're close to it, you don't know the story. But usually the answer is bloody, and the company is better off now that it's over. I don't know the Story team and I don't know Jason, so to be clear—I don't know shit. But I will say, next time you see a founder leaving a high-flying startup, consider leaving the pitchfork in the shed.
$startup
-16.87%
✍️链上复苏,应用为先 其实最近钱包的资产一直在dump,一路创造新底,所以也导致压根不想看链上的东西。 没事刷刷推也都是制造焦虑的,除了说 $ASTER 就是 $XPL ,很难讲能得出什么有用的信息。 🌟 @solana 的应用側 最近如果有仔细看链上的,会发现 @SolanaFndn 似乎一直在推ICM类型的产品。 其中避不开的就是 @believeapp ,而本币 $LAUNCHCOIN 反正最近涨的还行,又回到了100M上方了。 而生态类的项目也涨的不错,龙二龙三一直在“轮流变动”。 从上线的时候就买了一大堆应用币“ $PCULE $FITCOIN $DUPE ”。 然而更加喜欢的是meme,就买了 $STARTUP $GONNC $RIPVC $THEARANOS 。 前者是真的撑住了,后者是集体归零了😮‍💨。 当然 @solana 的应用不可能只有这一些,今天早上火起来的GameFi也是 @believeapp 上的团队 $VIRUS 发的,具体可以看 @real_dr_pump 写的。 现在大家还在关注 $CARDS 开始说“卡牌盲盒”是RWA,那就不得不说得关注下 $MPLX 了,毕竟它的市值低的更加夸张。 🌟 @ethereum 的应用側 前段时间和大家说,没怎没看见人提NFT微策略,这几天发现很多人开始提及了。 在ETH上最近最火的基本上都是NFT微策略,龙头是PUNK,龙二今天是月鸟,明天就不知道了。 这几天还是上了一些cabel的,无论是之前的 $BLOCK 还是 $OVPP 还是 $eMDR $TRWA . 都不是一个纯meme,还有今天发射的 $OPAL ,都是一个有产品的东西。 证明了现在无论在哪儿有产品才能讲得出来故事,靠纯meme越来越难了。 毕竟你看看和 $SPX $MOG 一个周期的 $JOE ,直接被 @intlmemefund 给弄崩了🤣。 🌟 @base 的应用側 base的应用側只能作中写下,毕竟 @virtuals_io 是一个完全被base剔除了,但是又创造了一大堆应用的地方。 @farcaster_xyz 今天开启免费了,而一大批应用类型的代币就是在上面发射出来的,无论是最近很火的 $NOICE 还是之前的 $DEGEN ,还是这两天开始反弹的 $I . 还有最近 @coinbase@Google 合作推出来的x402。 还有最近perp dex的战争而被再次挖掘出来的 $AVNT $BSX $BMX $EDGE 等。 在base上纯meme的生存土壤很低,基本上都是抄其他链火的meme然后一波低市值涨个几十上百倍然后没了。 毕竟在 @base 上只有两个应用派系,一个 @virtuals_io 一个 @coinbase ,只能说“也不知道为什么不支持virtuals。 ✍️写在最后 只想说没事多测试测试产品吧,感觉有种2021年测试defi时候的即视感了。 好不好用,好不好玩,有没有效果,只能看自己习惯了。 期待一些“真正产品”的情况了,毕竟“产品不会骗人”。 #Solana #Ethereum #Base
$ASTER
-15.76%
$XPL
-16.16%
$LAUNCHCOIN
+5.8%
$PCULE
-2.9%
$FITCOIN
+1.5%
$DUPE
+15.96%
$STARTUP
-16.87%
$GONNC $RIPVC $THEARANOS $VIRUS
+35.78%
$CARDS
-15.43%
$MPLX
-5.33%
$BLOCK
-3.64%
$OVPP
-1.39%
$eMDR
-5.86%
$TRWA
-7.52%
$OPAL
-18.09%
$SPX
-16.42%
$MOG
-15.79%
$JOE
+1.43%
$NOICE
-18.18%
$DEGEN
-11.87%
$I
-12.35%
$AVNT
-12.96%
$BSX
-10.85%
$BMX $EDGE
-12.98%
Good entry for $Startup @startuponsol
$Startup
-16.87%
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